Purchases and Sales Made in Q4 2021 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
37+ 0.09% |
$3.96K - $4.01K
|
39.7K
$3.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
35New |
$3.75K - $3.79K
|
35
$3.25K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.61% |
$3.21K - $3.25K
|
1.9K
$176K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
30New |
$3.21K - $3.25K
|
30
$2.79K
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.61% |
$3.21K - $3.25K
|
1.9K
$176K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
30+ 0.84% |
$3.21K - $3.25K
|
3.58K
$333K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
29+ 1.42% |
$3.1K - $3.14K
|
2.07K
$192K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
28New |
$3K - $3.03K
|
28
$2.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
28+ 0.23% |
$3K - $3.03K
|
12.2K
$1.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
28New |
$3K - $3.03K
|
28
$2.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
25New |
$2.68K - $2.71K
|
25
$2.32K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22New |
$2.35K - $2.38K
|
22
$2.04K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
21+ 0.64% |
$2.25K - $2.27K
|
3.28K
$305K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
18+ 0.48% |
$1.93K - $1.95K
|
3.76K
$350K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
17+ 0.18% |
$1.82K - $1.84K
|
9.67K
$898K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
16New |
$1.71K - $1.73K
|
16
$1.49K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
12+ 0.54% |
$1.28K - $1.3K
|
2.24K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
11New |
$1.18K - $1.19K
|
11
$1.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 0.69% |
$642 - $650
|
875
$81.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5New |
$535 - $542
|
5
$464
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
5New |
$535 - $542
|
5
$464
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
4New |
$428 - $433
|
4
$371
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2+ 0.05% |
$214 - $217
|
3.92K
$364K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.02% |
$214 - $217
|
9.52K
$884K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1+ 0.0% |
$107 - $108
|
31.8K
$2.95M
|
|
|
Mar 15, 2022
Q4 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-1- 0.04% |
$107 - $108
|
2.38K
$221K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-1- 0.02% |
$107 - $108
|
5.24K
$486K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 30.0% |
$321 - $325
|
7
$650
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$321 - $325
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-6- 24.0% |
$642 - $650
|
19
$1.76K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-12- 14.12% |
$1.28K - $1.3K
|
73
$6.78K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-12- 0.04% |
$1.28K - $1.3K
|
28.5K
$2.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-13Closed |
$1.39K - $1.41K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-14- 4.61% |
$1.5K - $1.52K
|
290
$26.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-15Closed |
$1.61K - $1.62K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 4.52% |
$1.61K - $1.62K
|
317
$29.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-19- 0.05% |
$2.03K - $2.06K
|
39.1K
$3.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-22- 8.91% |
$2.35K - $2.38K
|
225
$20.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-23- 3.51% |
$2.46K - $2.49K
|
632
$58.7K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-24- 0.13% |
$2.57K - $2.6K
|
19K
$1.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-25- 40.32% |
$2.68K - $2.71K
|
37
$3.44K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-26Closed |
$2.78K - $2.82K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-29- 0.26% |
$3.1K - $3.14K
|
11K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-29- 53.7% |
$3.1K - $3.14K
|
25
$2.32K
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-31- 0.38% |
$3.32K - $3.36K
|
8.23K
$764K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-32- 0.3% |
$3.42K - $3.47K
|
10.5K
$972K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-34- 6.5% |
$3.64K - $3.68K
|
489
$45.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-34- 1.24% |
$3.64K - $3.68K
|
2.7K
$251K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35- 1.14% |
$3.75K - $3.79K
|
3.02K
$281K
|